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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-25 |
| NJ | RA | APPROVED | 2024-11-13 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Elm Distribution Partners, Llc | Portsmouth | NH | 08/2018 | 02/2021 |
| Harbour Capital Corporation | Portsmouth | NH | 01/2017 | 05/2018 |
| University Of New Hampshire | Durham | NH | 08/2014 | 05/2018 |
| John Hancock | Boston | MA | 02/2021 | 10/2024 |
| John Hancock Investment Management Distributors Llc | Boston | MA | 03/2021 | 10/2024 |
| Blackrock | Boston | MA | 11/2024 | Present |
| Blackrock Investments Llc | Boston | MA | 11/2024 | Present |
(1) - Swim Across America Inc; I hold a position sitting on the Junior Board of Swim Across America, a charity that focuses on raising money for cancer research. My main responsibilities include spreading the story of the organization, participating in various swimming events, and encouraging participation amongst college swimmers and teams; ; 2 hrs/month; Start Date:12-01-2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
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